Search results in category Financial
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Found 18 records | Page 1 of 2
Full service financial planning and investment management for socially-concerned clients. Emphasize tactical asset allocation and active risk management to address on-going global challenges and opportunities.
Member of First Affirmative Financial Network, a nationwide network of investment professionals specializing in socially and environmentally responsible investing. Member, First Affirmative Financial Network.
in Financial by Kathy Stearns
Fee-only financial planning and sustainable investment management to individuals, couples, and families to help align financial lives with goals and values. Member, First Affirmative Financial Network, LLC.
Provides services and advice to individuals, small businesses, and nonprofits. Each client's unique goals and circumstances are used to develop and implement their financial plan.
Financial planning services include SRI, insurance, and tax consultation to assist clients in reaching their financial objectives. Over 25 years working with socially responsible investments.
in Financial by Kimberly Kiel
'Helping you to make financial decisions based on your values.' Providing fee-based planning, advisory services, and commission-based transactions. Member, First Affirmative Financial Network, LLC.
in Financial by Katharine Cook
Help clients invest in companies with sustainable business practices, using both quantitative and qualitative investment techniques to ensure competitive performance. Member, First Affirmative Financial Network.
in Financial by Kathleen Leonard
Advises foundations, nonprofits, and individuals on long-term investment and wealth management strategies, customized sustainable investing, advocacy, community investing and philanthropy consulting. Helps clients to reflect their values in their inv
Keel Asset Management LLC is an institutional investment advisory firm representing more than forty years of combined experience including developing and managing environmentally, governance and socially screened US equity portfolios.
Client-centered financial planning and investment management geared towards individuals, families, and small-business owners. 25+ years of experience, specializing in SRI since 1986.